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McKesson

925 hedge funds and large institutions have $44.6B invested in McKesson in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 332 increasing their positions, 355 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

9% more capital invested

Capital invested by funds: $41.1B → $44.6B (+$3.5B)

4% more funds holding

Funds holding: 888925 (+37)

0.72% less ownership

Funds ownership: 85.73%85% (-0.72%)

6% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 355

30% less call options, than puts

Call options by funds: $120M | Put options by funds: $173M

Holders
925
Holders Change
+37
Holders Change %
+4.17%
% of All Funds
24.65%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
96
Increased
332
Reduced
355
Closed
48
Calls
$120M
Puts
$173M
Net Calls
-$52.6M
Net Calls Change
+$77.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.17B +$44.7M +201,641 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.09B +$23.4M +105,641 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.86B +$123M +556,052 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.36B +$99.7M +449,577 +5%
State Street
5
State Street
Massachusetts
$2.18B -$57.6M -259,581 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.95B +$489M +2,205,874 +34%
BIT
7
BlackRock Institutional Trust
California
$1.41B +$49.9M +225,042 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$841M -$130M -585,938 -14%
Winslow Capital Management
9
Winslow Capital Management
Minnesota
$801M +$7.79M +35,100 +1%
Wells Fargo
10
Wells Fargo
California
$714M -$64.4M -290,478 -8%
Northern Trust
11
Northern Trust
Illinois
$686M -$4.68M -21,097 -0.7%
BFA
12
BlackRock Fund Advisors
California
$622M +$23.3M +104,922 +4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$590M +$41.3M +186,216 +8%
BG
14
BlackRock Group
United Kingdom
$535M -$12.5M -56,354 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$512M +$18.9M +85,271 +4%
TCIM
16
TIAA CREF Investment Management
New York
$509M -$10.7M -48,127 -2%
AIM
17
abrdn Investment Management
United Kingdom
$438M +$20.7M +93,192 +5%
Bank of America
18
Bank of America
North Carolina
$422M +$4.2M +18,930 +1%
Norges Bank
19
Norges Bank
Norway
$409M +$18.1M +81,637 +5%
BA
20
BlackRock Advisors
Delaware
$408M -$10.3M -46,357 -3%
MC
21
Montag & Caldwell
Georgia
$393M -$36.1M -162,614 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$392M +$14.7M +66,442 +4%
Morgan Stanley
23
Morgan Stanley
New York
$391M -$4.69M -21,137 -1%
SC
24
Sculptor Capital
New York
$331M -$60.2M -271,514 -16%
Lazard Asset Management
25
Lazard Asset Management
New York
$310M -$21.6M -97,518 -7%

MCK Hedge Fund Activity: Q1 2015 in Review

925 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2015, worth a combined $44.6B — up 8.5% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MCK positions and 48 closed out — a net gain of 48 holders — while 332 added to existing stakes and 355 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $489M. The largest seller was Maverick Capital, cutting an estimated $194M.

  • 925 institutional investors held McKesson (MCK) as of Q1 2015, up from 888 in Q4 2014.
  • Funds reported $44.6B of McKesson stock for Q1 2015, up 8.5% quarter-over-quarter.
  • 96 funds opened new McKesson positions in Q1 2015 and 48 closed out, a net change of +48 holders.
  • The largest McKesson buyer in Q1 2015 was JP Morgan Chase, an estimated $489M added.
  • The largest McKesson seller in Q1 2015 was Maverick Capital, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2015.